Let’s be honest… most people don’t avoid legacy planning because they don’t care.
They avoid it because it feels overwhelming.
Papers everywhere. Accounts you forgot about. Beneficiaries you meant to update. Important documents that nobody else knows how to find if something happens to you.
And in the middle of all of that… you’re still trying to live your life.
That’s exactly why we created this.
A 5-session guided workshop (In-person or virtual) where we:
✔ Organize your important documents, people, contacts, etc.
✔ Update beneficiaries
✔ Clarify the job of each estate planning document
✔ Build your Legacy Dream Team
✔ Create your family communication plan
Plus so much more! You will walk away with a clear legacy plan for you and your household.
📅 Workshop Dates: April 1, April 8, April 15, April 22, April 29
⏰ Time: Sessions begin at 6:30 PM ET (starting April 1)
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Life doesn’t wait. If you are suddenly responsible for a loved one’s affairs after an unexpected illness or death, the pressure to figure things out can feel overwhelming. You hold the power to prevent your family from facing the same stressful process. Creating a complete and thoughtful legacy plan today is the greatest gift of preparedness and clarity you can give both your loved ones and yourself.
Legacy Life Organizer
From Overwhelmed To Organized: Gifting A Lasting Legacy To Those You Love
Whether you’re organizing your financial accounts or communicating your healthcare wishes, we help you take the essential steps now to secure your final wishes and gift your family complete peace of mind, rather than stress and uncertainty.
Legacy Life Organizer
From Chaos To Calm: A Step-By-Step Guide For Wrapping Up A Loved One’s Affairs After Death Or Sickness
The emotional weight of losing or caring for a loved one is heavy enough without the added pressure of managing their affairs. We are here to help shoulder that responsibility, providing a clear pathway to settle their affairs efficiently and with complete peace of mind.
A clear, step-by-step guide to navigating every stage of the legacy planning journey.
Ready-to-use tools that take the guesswork out of organizing and communicating what matters.
Insights to simplify the financial side of legacy planning, including navigating lawyer fees and long-term costs.
Gentle reminders that you’re capable, prepared, and not alone in this important process.
Financial Accounts
A guided overview to help you organize and protect your financial assets, or piece together your loved one’s financial story.
Estate Planning
Key legal steps to ensure your wishes are followed or to resolve your loved one’s final distribution of assets.
Life Insurance
Guidance to quickly locate policies, confirm beneficiaries, and secure the financial safety net for the future.
Important Documents
Important Contacts
A master list of key professionals (like an attorney or insurance agent) and personal contacts needed to execute a plan or finalize arrangements.
Work Information
Detailed steps to ensure that all work-related assets, accounts, and benefits are accounted for and managed properly.
Communication Tools
Helpful prompts and templates to guide important conversations, whether you’re sharing your own plans or navigating difficult discussions for someone else.
Other Planning Tasks
Directions on other legacy planning tasks, like passing down family heirlooms, managing cell phone access, memorializing social media accounts, and more, to ensure nothing is missed.
A guided overview to help you organize and protect your financial assets, or piece together your loved one’s financial story.
Key legal steps to ensure your wishes are followed or to resolve your loved one’s final distribution of assets.
Guidance to quickly locate policies, confirm beneficiaries, and secure the financial safety net for the future.
A master list of key professionals (like an attorney or insurance agent) and personal contacts needed to execute a plan or finalize arrangements.
Detailed steps to ensure that all work-related assets, accounts, and benefits are accounted for and managed properly.
Helpful prompts and templates to guide important conversations, whether you’re sharing your own plans or navigating difficult discussions for someone else.
Directions on other legacy planning tasks, like passing down family heirlooms, managing cell phone access, memorializing social media accounts, and more, to ensure nothing is missed.
The “Great Wealth Transfer” is happening. The Silent Generation and Baby Boomers will pass down $84.4 trillion in assets through 2045.
No matter how many assets you own or what number is in your bank account, you and your family have worked hard for what you’ve built. Don’t put it in jeopardy by not having a plan.
Protect your wealth and give your loved ones peace of mind with the The Legacy Life Organizer.
Transform overwhelm into a clear, actionable plan that protects your family's future.
Organize every account, document, and wish, giving your family the gift of peace.
Honor your loved one’s story, or your own, with thoughtful guidance every step of the way
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